Columbia Dividend Opportunity Fund Class A INUTX
INUTX
Columbia Dividend Opportunity Fund Class A GTSGX
Madison Mid Cap Fund Class Y MERAX
Madison Mid Cap Fund Class A HASCX
Harbor Small Cap Value Fund Institutional Class BRMKX
iShares Russell Mid-Cap Index K BRMAX
iShares Russell Mid-Cap Index Inv A TRJWX
T. Rowe Price Retirement Balanced ClassI DIAMX
Diamond Hill Long-Short Fund SINAX
ClearBridge Large Cap Value Fund Class A SAIFX
ClearBridge Large Cap Value Fund Class I
Columbia Dividend Opportunity Fund Class A GTSGX
Madison Mid Cap Fund Class Y MERAX
Madison Mid Cap Fund Class A HASCX
Harbor Small Cap Value Fund Institutional Class BRMKX
iShares Russell Mid-Cap Index K BRMAX
iShares Russell Mid-Cap Index Inv A TRJWX
T. Rowe Price Retirement Balanced ClassI DIAMX
Diamond Hill Long-Short Fund SINAX
ClearBridge Large Cap Value Fund Class A SAIFX
ClearBridge Large Cap Value Fund Class I
Performance
| Periode | INUTX | GTSGX | MERAX | HASCX | BRMKX | BRMAX | TRJWX | DIAMX | SINAX | SAIFX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 4.53 % | 4.88 % | 4.71 % | 12.73 % | 9.13 % | 9.20 % | 4.25 % | 10.08 % | 10.17 % | 10.19 % |
| YTD | 7.74 % | 3.14 % | 2.74 % | 4.25 % | 10.30 % | 10.31 % | 7.32 % | 17.67 % | 9.86 % | 9.91 % |
| 1Y | 5.76 % | -6.73 % | -7.08 % | -1.54 % | 5.75 % | 5.72 % | 4.71 % | 14.68 % | -3.63 % | -3.63 % |
| 3Y | 16.11 % | 30.30 % | 28.56 % | 14.90 % | 34.48 % | 34.27 % | 13.85 % | 27.81 % | 18.55 % | 18.63 % |
| 5Y | 18.95 % | 33.63 % | 29.97 % | 12.21 % | 29.28 % | 29.05 % | 13.85 % | 19.64 % | 23.62 % | 23.61 % |
| 10Y | 16.27 % | 91.66 % | 80.80 % | 70.37 % | 76.13 % | 75.22 % | 13.85 % | 30.25 % | 59.77 % | 59.68 % |
| From the beginning | 104.30 % | 156.43 % | 57.76 % | 341.10 % | 63.80 % | 68.32 % | 13.85 % | 207.00 % | 218.37 % | 145.26 % |